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US Bancorp

1,416 hedge funds and large institutions have $40B invested in US Bancorp in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 467 increasing their positions, 622 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% less ownership

Funds ownership: 74.55%74.04% (-0.51%)

1% less funds holding

Funds holding: 1,4301,416 (-14)

1% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 101

3% less capital invested

Capital invested by funds: $41.4B → $40B (-$1.38B)

8% less call options, than puts

Call options by funds: $297M | Put options by funds: $324M

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

25% less repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 622

Holders
1,416
Holders Change
-14
Holders Change %
-0.98%
% of All Funds
28.57%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.52%
New
100
Increased
467
Reduced
622
Closed
101
Calls
$297M
Puts
$324M
Net Calls
-$27.2M
Net Calls Change
-$73.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
1126
MPS Loria Financial Planners
Illinois
$255K +$1.24K +34 +0.5%
TAM
1127
Trust Asset Management
Texas
$254K +$259K +7,091 New
ITIM
1128
Indiana Trust & Investment Management
Indiana
$253K -$14.6K -400 -5%
CW
1129
CreativeOne Wealth
Kansas
$253K +$259K +7,064 New
ACA
1130
Ackerman Capital Advisors
Texas
$251K
IHL
1131
Investment House LLC
California
$251K
LA
1132
LexAurum Advisors
Kansas
$251K
CIC
1133
Chase Investment Counsel
Virginia
$250K -$47.5K -1,297 -16%
IAN
1134
Integrated Advisors Network
Texas
$249K -$2.07M -56,663 -89%
TWA
1135
TCI Wealth Advisors
Arizona
$249K -$3.77K -103 -1%
TIM
1136
Thompson Investment Management
Wisconsin
$248K -$15.2K -416 -6%
WA1
1137
Wimmer Associates 1
California
$248K +$253K +6,915 New
MSAM
1138
Moloney Securities Asset Management
Missouri
$246K -$1.95M -53,280 -89%
SW
1139
SteelPeak Wealth
California
$244K -$65.9K -1,800 -21%
PAM
1140
Peak Asset Management
Colorado
$244K
CAW
1141
Cornerstone Advisors (Washington)
Washington
$242K +$12.4K +340 +5%
RWA
1142
Redhawk Wealth Advisors
Minnesota
$241K +$1.65K +45 +0.7%
MWM
1143
Merriman Wealth Management
Washington
$239K +$512 +14 +0.2%
SWM
1144
Sculati Wealth Management
Michigan
$237K -$11K -300 -4%
CRIG
1145
Charter Research & Investment Group
Connecticut
$237K
EWM
1146
Evermay Wealth Management
Virginia
$237K
VPIM
1147
Vanguard Personalized Indexing Management
California
$236K +$241K +6,583 New
KA
1148
Kovack Advisors
Florida
$236K +$241K +6,588 New
ST
1149
Spinnaker Trust
Maine
$235K
AWM
1150
Aevitas Wealth Management
Massachusetts
$235K +$15.2K +416 +7%

USB Hedge Fund Activity: Q3 2020 in Review

1,416 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2020, worth a combined $40B — down 3.3% from $41.4B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of USB and 100 opened new positions — a net loss of 1 holder — while 622 trimmed existing stakes and 467 added.

The largest buyer was Davis Selected Advisers, adding an estimated $137M. The largest seller was Janus Henderson Group, cutting an estimated $190M.

  • 1,416 institutional investors held US Bancorp (USB) as of Q3 2020, down from 1,430 in Q2 2020.
  • Funds reported $40B of US Bancorp stock for Q3 2020, down 3.3% quarter-over-quarter.
  • 100 funds opened new US Bancorp positions in Q3 2020 and 101 closed out, a net change of -1 holder.
  • The largest US Bancorp buyer in Q3 2020 was Davis Selected Advisers, an estimated $137M added.
  • The largest US Bancorp seller in Q3 2020 was Janus Henderson Group, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2020.